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Spire Wealth Management’s Amgen AMGN Stock Holding History

Spire Wealth Management’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Sell
4,384
-300
-6% -$103K 0.05% 312
2026
Q1 		$1.65M Buy
4,684
+240
+5% +$85.6K 0.06% 298
2025
Q4 		$1.45M Buy
4,444
+1,044
+31% +$331K 0.05% 324
2025
Q3 		$959K Buy
3,400
+106
+3% +$30.7K 0.03% 384
2025
Q2 		$920K Sell
3,294
-15,051
-82% -$4.26M 0.03% 378
2025
Q1 		$5.72M Buy
18,345
+13,093
+249% +$3.87M 0.18% 110
2024
Q4 		$1.37M Sell
5,252
-253
-5% -$75.1K 0.04% 323
2024
Q3 		$1.77M Sell
5,505
-479
-8% -$157K 0.06% 258
2024
Q2 		$1.87M Sell
5,984
-1,557
-21% -$457K 0.07% 242
2024
Q1 		$2.14M Sell
7,541
-125
-2% -$36.6K 0.04% 242
2023
Q4 		$2.36M Buy
7,666
+1,097
+17% +$299K 0.08% 213
2023
Q3 		$1.77M Sell
6,569
-90
-1% -$22.5K 0.07% 239
2023
Q2 		$1.48M Sell
6,659
-1,465
-18% -$340K 0.05% 271
2023
Q1 		$1.96M Buy
8,124
+2,457
+43% +$603K 0.08% 232
2022
Q4 		$1.49M Buy
5,667
+772
+16% +$207K 0.08% 192
2022
Q3 		$1.1M Sell
4,895
-6,793
-58% -$1.65M 0.07% 202
2022
Q2 		$2.84M Sell
11,688
-3,500
-23% -$858K 0.12% 163
2022
Q1 		$3.67M Sell
15,188
-6,694
-31% -$1.54M 0.1% 190
2021
Q4 		$4.92M Buy
21,882
+6,027
+38% +$1.27M 0.11% 176
2021
Q3 		$3.37M Sell
15,855
-1,703
-10% -$392K 0.09% 203
2021
Q2 		$4.28M Sell
17,558
-5,272
-23% -$1.3M 0.12% 176
2021
Q1 		$5.29M Buy
+22,830
New +$5.45M 0.14% 155

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Spire Wealth Management's AMGN Position: Q2 2026 in Review

Spire Wealth Management reduced its Amgen (AMGN) stake by 6.4% in Q2 2026, selling an estimated $103K and leaving 4,384 shares worth $1.59M. The position accounts for 0.05% of the portfolio, ranked #312.

Spire Wealth Management first reported a position in AMGN in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.72M in Q1 2025. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Spire Wealth Management held 4,384 shares of Amgen worth $1.59M as of Q2 2026.
  • Spire Wealth Management sold 300 Amgen shares in Q2 2026, an estimated $103K.
  • Amgen made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #312 holding.
  • Spire Wealth Management first reported a position in Amgen in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Amgen position peaked at $5.72M in Q1 2025.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.